From all the commentary in the press after this deal was officially announced, it seems like no one really understands it but they say it’s about growth and increasing revenue. However, this one article summarized it nicely:
...customers typically want an independent vendor for the type of service Mulesoft provides, since it has to interact with so many different programs from different companies.
“Part of the value of MuleSoft is its true neutrality, and I just kind of think about what happens to that under the umbrella of Salesforce because obviously you guys are a leading applications vendor,” John DiFucci, a Jefferies analyst, said on the call. [1]
In other words, revenue may increase in the short term but in the long term Mulesoft revenue will decrease as customers choose independent data integration solutions. No one wants the old on-premise model of vendor lock-in that Oracle, IBM and others are notorious for pushing.
...customers typically want an independent vendor for the type of service Mulesoft provides, since it has to interact with so many different programs from different companies.
“Part of the value of MuleSoft is its true neutrality, and I just kind of think about what happens to that under the umbrella of Salesforce because obviously you guys are a leading applications vendor,” John DiFucci, a Jefferies analyst, said on the call. [1]
In other words, revenue may increase in the short term but in the long term Mulesoft revenue will decrease as customers choose independent data integration solutions. No one wants the old on-premise model of vendor lock-in that Oracle, IBM and others are notorious for pushing.
[1] https://finance.yahoo.com/news/salesforce-buys-mule-pays-ped...